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First Trust Energy AlphaDEX Fund
FXN

Overview Fund Activity

91 hedge funds and large institutions have $1.26B invested in First Trust Energy AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
43
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
MFS
2
MSI Financial Services
Massachusetts
$24M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
RJA
4
Raymond James & Associates
Florida
$30.9M
5
UBS Group
5
UBS Group
Switzerland
$38.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$659M
2
LPL Financial
2
LPL Financial
California
$11.4M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.4M
5
AIG
5
American International Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
51
Founders Financial Securities
Maryland
$712K 47,802 +4,992 +12%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$605K 40,611 +7,745 +24%
ACM
53
Argentus Capital Management
Texas
$576K 38,684 +27,607 +249%
VFA
54
Voya Financial Advisors
Connecticut
$570K 38,256 +2,083 +6%
Wolverine Trading
55
Wolverine Trading
Illinois
$528K 35,468 +35,468 New
BIG
56
Bellwether Investment Group
Tennessee
$475K 31,912 +31,912 New
WF
57
WealthTrust Fairport
Ohio
$460K 30,900 – –
PFS
58
Prospera Financial Services
Texas
$440K 29,501 +9,082 +44%
AI
59
Atria Investments
North Carolina
$439K 30,091 +15,416 +105%
SCA
60
Snowden Capital Advisors
New York
$430K 28,831 -15,896 -36%
VKH
61
Virtu KCG Holdings
New York
$422K 28,328 +28,328 New
SWP
62
Stratos Wealth Partners
Ohio
$383K 25,721 +25,721 New
IA
63
IFP Advisors
Florida
$362K 24,311 +22,811 +1,521%
ICOA
64
Investment Centers of America
North Dakota
$342K 23,195 +2,597 +13%
FAAS
65
First Allied Advisory Services
California
$271K 18,194 +18,194 New
WS
66
Wedbush Securities
California
$248K 16,614 +3,004 +22%
RCAG
67
Rehmann Capital Advisory Group
Michigan
$237K 15,900 – –
FIM
68
Freedom Investment Management
Connecticut
$219K 14,729 -719 -5%
CA
69
Cetera Advisors
Colorado
$217K 14,719 +14,719 New
CWM
70
Concert Wealth Management
California
$216K 14,595 +14,595 New
WA
71
WFG Advisors
Texas
$208K 13,965 +9,169 +191%
NPC
72
National Planning Corporation
California
$206K 14,628 -4,173 -22%
M&T Bank
73
M&T Bank
New York
$176K 11,779 +11,779 New
FAM
74
Formidable Asset Management
Ohio
$165K 11,080 – –
Citigroup
75
Citigroup
New York
$146K 9,779 -48,968 -83%
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